We're looking for a full-time client associate to work in our Pasadena, CA office for a dynamic Wealth Management team. This is an in-office position, and we are looking for a local candidate.
Are you a highly motivated person with a positive outlook and eagerness to serve?
We’re looking for a Client Associate to:
• Promptly answer and respond to telephone inquiries to resolve client questions to your best ability
• Handle and gather confidential information for...
In an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new “Ultra High Net Worth (UHNW) Plus” client segment and the launch of an enhanced cross-divisional client service offering. In close coordination with the client's Financial Advisor, this client segment will be serviced by dedicated groups of subject matter experts across Wealth Management, the Investment Bank and Asset Man...
Are estate and tax planning your passion? Does planning analysis motivate you? Do you enjoy creating models for sophisticated planning strategies?
In an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new “Ultra High Net Worth (UHNW) Plus” client segment and the launch of an enhanced cross-divisional client service offering. In close coordination with the client's Financ...